Projects
Work the matter together. Judicio organises the documents, research, timelines, and analysis from your File Library into projects your whole team can open — with the access controls a legal team needs. Invite colleagues by email, tag projects by practice area, and keep a searchable record of who ran what, on which files, and when.
- What: Organise all work for a matter, transaction, or case in one place
- Contains: Documents, reviews, matrices, research, drafts, case strategies, timelines, and translations
- Access: Role-based permissions — Owner, Editor, or Viewer
- Collaboration: Invite team members and track activity with a full audit trail
- Lifecycle: Create, collaborate, archive, and restore as needed
Key capabilities
| Capability | What it does |
|---|---|
| Shared team projects | Organise documents, research, timelines, and analysis into projects your whole team can open, tagged by practice area. |
| Owner, Editor, Viewer roles | Give each project Owner, Editor, or Viewer roles, inside organisations with admin and member roles. |
| Searchable activity trail | Who ran what, on which files, and when, with a status on every run. |
| Invite by email | Bring in colleagues or co-counsel with a personal note and a clear pending-invite state. |
| Project analytics | Usage by feature, by member, and over time. |
| Know when runs finish | A notification when a long run completes. |
How projects work
Projects serve as the top-level container for all your work in Judicio. When you upload a document, run a review, conduct research, or build a timeline, you do so within the context of a project.
Role-based access control
Every project member has a role that determines what they can do:
| Role | Permissions |
|---|---|
| Owner | Full control — manage members, edit project settings, run analyses, upload documents, delete the project |
| Editor | Run analyses, upload and manage documents, view project documents and history |
| Viewer | Read-only access — view project documents and history, but cannot modify anything |
When you create a project, you are assigned the Owner role. You can then invite others as Editors or Viewers.
A project role governs the project — its documents, members, and activity trail. It does not open teammates' individual work items: a research session, review, matrix, timeline, translation, draft, or strategy report is visible only to its owner and the people it has been explicitly shared with. On the Organisation plan, use Collaboration & Sharing to share those with the colleagues who need them.
Who benefits
- Law firm teams organising case files, discovery materials, research memos, and chronologies in one place.
- In-house legal tracking matters across multiple practice areas and business units.
- Co-counsel work sharing a matter with outside counsel under the right role.
- Matter handovers keeping a complete, searchable record so the next person can pick up where you left off.
What you will learn in this section
- Creating Projects — set up a new project and walk the workspace click by click.
- Managing Members — invite team members and assign roles.
- Project History — view the activity audit trail for any project.
- Archiving Projects — archive completed projects and restore them later.
- FAQ — answers to common questions about Projects.